LeanData’s integration with Salesloft allows a user to route prospects to the right reps.
Slack has transformed business communication– it’s the platform where work can happen.
Expertly target and engage high-value accounts when they’re ready to buy.
LeanData’s integration with Outreach allows a user to route prospects to the right reps.
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
Current Lead-centric models simply aren't working. Discover the proof you need to open a Buying Groups conversation at your organization.
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Successful sales territory management begins with effective sales territory planning. Use this easy-to-follow infographic from LeanData to create & execute upon your own winning sales territory plan.
Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.
Sometimes you want to merge records, and also continue with more routing decisions and action on the merged record. Use this tip to initiate routing on merged records to continue your routing.
As a function, Operations — Sales Ops, Marketing Ops & RevOps — had a much different perspective on the 2022 State of B2B Lead Management than other functions on the revenue team.
Use BookIt, LeanData's automated scheduling software, to empower your prospects to immediately book meetings with the best reps for their needs, all on their own terms.
As reps come and go and contacts and Accounts get shuffled around, find out how you can keep your Contact Owners aligned with the Account Owner.
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.
As you deactivate Users in Salesforce, you will start to have records owned by these Inactive Users. Learn how to regularly re-assign records to active reps, without having to run manual batches.
Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.
Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how.
LeanData Routing’s seamless integration with Salesforce Sales Engagement empowers the automated distribution of leads and contacts to sales cadences for the most relevant outreach.
